Kessler Investment Group’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

Kessler Investment Group’s Portfolio BSJP Stock Details BSJP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,395	Closed	-$31.5K	–	164
2023 Q2	$31.5K	Hold	1,395	–	–	0.02%	94
2023 Q1	$31.4K	Hold	1,395	–	–	0.02%	104
2022 Q4	$31K	Hold	1,395	–	–	0.03%	89
2022 Q3	$30K	Hold	1,395	–	–	0.02%	107
2022 Q2	$31K	Hold	1,395	–	–	0.03%	100
2022 Q1	$33K	Hold	1,395	–	–	0.02%	111
2021 Q4	$34K	Buy	1,395 +1	+0.1%	+$24	0.02%	108
2021 Q3	$34K	Sell	1,394 -588	-30%	-$14.5K	0.02%	107
2021 Q2	$49K	Sell	1,982 -229	-10%	-$5.64K	0.04%	80
2021 Q1	$54K	Hold	2,211	–	–	0.07%	60
2020 Q4	$54K	Hold	2,211	–	–	0.06%	67
2020 Q3	$52K	Buy	2,211 +1,395	+171%	+$32.8K	0.06%	66
2020 Q2	$19K	Hold	816	–	–	0.02%	82
2020 Q1	$17K	Hold	816	–	–	0.02%	84
2019 Q4	$20K	Buy	+816	New	+$20K	0.02%	83

Other funds holding BSJP

AFIMH

American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return

SFG

Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Kessler Investment Group's BSJP Position: Q3 2023 in Review

Kessler Investment Group sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q3 2023, closing a stake of 1,395 shares — an estimated $31.5K sold.

Kessler Investment Group first reported a position in BSJP in Q4 2019 and held it in 15 quarters. The position peaked at $54K in Q1 2021. 144 funds tracked by Wall St. Rank hold BSJP as of Q3 2023.

Kessler Investment Group reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Kessler Investment Group sold 1,395 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q3 2023, an estimated $31.5K.
Kessler Investment Group first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q4 2019 and held it in 15 quarters.
Kessler Investment Group's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $54K in Q1 2021.
144 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q3 2023.

Based on Kessler Investment Group's 13F filing for Q3 2023, filed 18 Oct 2023.